Tutorials

Company administration

Getting Started

• Create Your Company's Default Work Breakdown Structure

Manage Custom Segments

• Add Custom Segments
• Edit Custom Segment Settings
• Delete Custom Segments
• Export Segments to CSV

Manage Segment Items

• Add Segment Items
• Edit Segment Items
• Deactivate Segment Items
• Reactivate Segment Items

Manage Default Segments

• Cost Codes
  • Add Company Cost Codes
  • View the Company Cost Code Segment Settings
• Cost Types
  • Add Company Cost Types
  • View the Company Cost Types Segment Settings
•  Sub Jobs *
  • Enable Sub Jobs for WBS

*Sub Jobs can only be added at the Project Level

Set the Company Budget Code Structure

• Arrange the Company Budget Code Structure

Manage the Project Level Budget Code Structure

• Enable Project Level Budget Code Structure Edits

Project Administration

Getting Started

• Create Your Project's Work Breakdown Structure

Manage Custom Segment Items

• Add Segment Items to a Project
• Edit Segment Items on a Project
• Delete Unused Segment Items from a Project

Manage Default Segments*

• Cost Codes
  • Assign Cost Codes to Sub Jobs
  • Copy Company Cost Codes to a Project
• Sub Jobs
  • Add Sub Jobs to a Project
  • Assign Project Cost Codes to Sub Jobs
  • Delete Sub Jobs from a Project
  • Edit Sub Jobs on a Project

*Cost Types are always managed at the Company Level

Set the Project Budget Code Structure

• Add Custom Segments to the Project Budget Code Structure
• Arrange the Project Budget Code Structure
• Copy Company Segments to a Project
• Remove Segments from the Project Budget Code Structure

Other Tasks

• Export Segments to CSV

Project Tools

Budget Codes

• Create Budget Codes for WBS in Procore's Project Financials Tools

Procore Imports

• Prepare Segment Items for Import into the Procore Imports App
• Import Segment Items into Your Company Level Admin Tool 
• Import Segment Items into Your Project Level Admin Tool